VCM

Vigilant Capital Management Portfolio holdings

AUM $1.34B
1-Year Est. Return 15.33%
This Quarter Est. Return
1 Year Est. Return
+15.33%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$716M
AUM Growth
+$85.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
508
New
Increased
Reduced
Closed

Top Buys

1
+$13.4M
2
+$13.4M
3
+$13.1M
4
HD icon
Home Depot
HD
+$12.9M
5
AZN icon
AstraZeneca
AZN
+$11.3M

Top Sells

1
+$29M
2
+$14.8M
3
+$12.2M
4
IBB icon
iShares Biotechnology ETF
IBB
+$3.53M
5
ABT icon
Abbott
ABT
+$1.95M

Sector Composition

1 Technology 16.29%
2 Healthcare 13.95%
3 Financials 13.71%
4 Industrials 11.22%
5 Consumer Discretionary 9.62%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$24.2M 3.37%
508,660
+5,296
2
$23.6M 3.29%
264,640
+9,280
3
$23.2M 3.23%
131,558
+6,742
4
$21.9M 3.06%
454,730
-17,661
5
$20.4M 2.84%
254,761
-24,423
6
$18.5M 2.59%
995,946
+33,934
7
$18.1M 2.53%
179,004
+12,775
8
$17M 2.37%
68,795
+8,351
9
$16.9M 2.36%
100,995
+1,297
10
$15.9M 2.22%
129,739
+2,445
11
$15.9M 2.22%
134,561
+114,008
12
$15.6M 2.18%
164,091
+14,533
13
$15.5M 2.16%
192,321
-19,417
14
$15.5M 2.16%
164,556
+3,971
15
$15.3M 2.13%
86,766
-1,061
16
$15.2M 2.12%
151,383
-875
17
$14.9M 2.08%
164,387
+1,937
18
$14.9M 2.07%
118,755
+2,064
19
$14.8M 2.07%
103,371
+1,671
20
$14.8M 2.06%
109,362
+2,749
21
$14.6M 2.04%
173,474
-2,037
22
$14.5M 2.02%
352,933
+11,267
23
$14.3M 2%
156,132
+4,802
24
$14.3M 2%
74,502
+67,307
25
$14.1M 1.97%
568,948
+14,946
1
2 3 4 5